Solution Driven Setup Service
To Automate Your Business Process
Dedicated Setup Sessions with product experts which can help you remove all the hassles and save a huge amount of cost in implementing the new system.
What’s Included in Setup Service?
Setup Service is a part of Agentcis implementation where our dedicated product experts helps you setup every bits and pieces of CRM system.
- Company , Offices, Users and Roles Setup
- Automation setup for list of tasks in various workflow stages
- Accounting & Invoicing Setup
- Email and SMS Templates and Automation Setup
- Partner and Product Database Setup
- Super Agent and Sub Agent Setup
- Partner Agreements, Promotions and Product Fee Setup
- Document Type and Checklist Setup
- Lead forms setup and website integration assistance
- Access to all Online Training Courses in Agentcis Academy
How does it work?
Our team will collect information to understand your business requirements.
Solution Architecture and Confirmation
After gathering your requirements, we will start planning and configuring your system with your confirmations.
Training & Delivery
Focussed delivery of the implemented system within a week of gathering the system requirements
What our clients say
Sanjeev Sharma | Director
Expert Education & Visa Services
Jannie Chen | Admin & Operations Manager
Monkey King Student Services
Ivan Monte | Managing Director
Big Leap Education